Core Viewpoint - Intel's shares dropped over 15% intra-day following a fourth-quarter loss and a pessimistic outlook for the current quarter, indicating significant challenges ahead for the company [1]. Financial Performance - Intel reported a net loss of $333 million for the fourth quarter, which was worse than Wall Street analysts had anticipated [1]. - For the first quarter, Intel expects a loss of $0.21 per share, highlighting ongoing difficulties in the competitive AI chip market [3]. Industry Challenges - Supply shortages driven by increased demand in data centers were identified as a major challenge, with CFO David Zinsner indicating that these shortages could last until 2026 [2]. - Intel's foundry business is lagging behind competitors like Taiwan Semiconductor Manufacturing Company, further complicating its market position [3]. Investor Sentiment - Investor confidence was negatively impacted by a lack of new disclosures, as Intel announced delays in updates regarding new foundry customers and provided limited information on potential buyers for its next-generation manufacturing technology [4].

本文源自：金融界AI电报 周五英特尔股价暴跌17%，收于45.07美元；标普500指数基本持平，报6915.61点，道指下跌0.6%，报 49098.71点。 此次下跌终结了该公司股价连续三日上涨的势头。 英特尔收盘价较其1月22日创下的52周 高点54.60美元低17.5%。 与部分同业公司相比，英特尔股价表现不佳：英伟达公司股价上涨1.5%，收 于187.67美元；博通公司股价下跌1.7%，收于320.05美元；高通公司股价下跌1.25%，收于155.82美元。 该股当日成交量达2.904亿股，而50日均成交量为9280万股。 ...

Key Takeaways Intel shares tumbled Friday after the chipmaker's outlook disappointed, erasing much of the stock's gains over the past few weeks.Wall Street analysts suggested some of the investor enthusiasm behind the stock's recent rally may have been premature. Intel's recent rally might just be over. Shares of Intel (INTC) plunged 17% to close at $45 Friday, giving up most of their gains in the last few weeks, after the chipmaker gave a disappointing outlook for the current quarter. While Intel po ...

Yeah, so Trump is isn't wrong here on the on the on the markets over this last week. When you look at the markets, uh, the S&P 500 starting Friday, um, at close till today, it's essentially a big U there coinciding with Trump's time in Davos after he made some threats on Saturday about Greenland and imposing tariffs on eight nations. Um, another indicator that sort of ends the week where it began um after Trump backed away from these threats on Wednesday is the Europe Europe Europe e US um trade deal that s ...

PresentationThank you for joining on such short notice. We really appreciate it. This conference call is in relation to the news that we have released one hour ago. Please refrain your questions to this topic only. We are in our silent period and cannot address anything else.Sigve BrekkeCEO & Director Yes. Good afternoon and also good morning to those of you not being part of Asia. Just a brief summary of the information that the 2 shareholders have sent out today. Earlier today, the company, we got a notif ...

分组1 - Intel's stock has plunged due to a disappointing sales outlook, marking its largest drop since August 2022, with a 15% decline in a volatile trading week [1][7] - The company is facing significant manufacturing and execution issues, particularly with yield and production of server chips, leading to unfulfilled orders [1][3] - Analysts express concerns about Intel's ability to attract external customers for its foundry business if manufacturing processes do not demonstrate high efficiency [1][3] 分组2 - Chinese tech firms, including Alibaba, Tencent, and ByteDance, have received approval to prepare orders for NVIDIA's H200 chips, indicating a potential thaw in U.S.-China tech relations [2][4] - The approval comes with caveats, as Chinese officials are cautious about the chips being used in sensitive sectors like the military [2][4] - Analysts suggest that this development could open up significant market opportunities for NVIDIA in China, although the exact size of this opportunity remains uncertain [2][4] 分组3 - Tesla has begun offering robotaxi rides in Austin without a human safety driver, marking a significant step in autonomous vehicle technology [4][5] - The development is seen as a confidence boost for Tesla's vision-only platform, which relies solely on cameras, contrasting with competitors like Waymo that use multiple sensors [4][5] - Consumer acceptance of autonomous vehicles is growing, particularly in markets like San Francisco, where users are increasingly comfortable with ride-hailing services [5] 分组4 - Capital One has agreed to acquire fintech startup Brex for $1.51 billion, marking the largest acquisition for the bank since its purchase of Discover [7][8] - The acquisition is seen as a strategic move to combine Brex's technology with Capital One's scale and resources, aiming to accelerate product development [7][8] - Brex's valuation has significantly decreased from its previous $12 billion valuation, reflecting broader market trends in fintech [7][8] 分组5 - Apple is experiencing a rough week, with its stock on track for an eighth consecutive weekly decline, the worst run since May 2022 [6] - Jon Ternus, Apple's hardware chief, has been given additional responsibilities overseeing design teams, positioning him as a potential successor to CEO Tim Cook [6][6] - The focus for Ternus will likely be on the development of a foldable iPhone, which is anticipated to be a key growth driver for the company [6][6]

Intel ((INTC) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings rose 15% year over year and revenue declined 4%, though Q1 remains a seasonally weak period for Intel’s businesses.Despite the earnings beat, shares are down nearly 17% on the day. However, even after today’s sharp selloff, the stock is still up more than 20% in just the first three weeks of the year, underscorin ...

Core Viewpoint - Intel Corporation is facing a stock price decline despite a new optimistic price target set by Northland Securities, indicating potential growth in the future [1][2][4] Group 1: Stock Performance - Intel's stock price has decreased to $45.51, reflecting a decline of 16.22% or $8.81 [2][4] - The stock has fluctuated between $45.41 and $48.13 on the current trading day [3] - Over the past year, Intel's stock reached a high of $54.60 and a low of $17.67 [3] Group 2: Market Capitalization and Trading Volume - Intel's market capitalization is approximately $217.08 billion, indicating its significant presence in the tech industry [3][4] - The trading volume for Intel today is 95.54 million shares, reflecting active investor interest [3] Group 3: Price Target - Northland Securities has set a new price target for Intel at $54, suggesting a potential increase of about 18% from the current stock price [1][4]

Let's get one top analyst take right now who last night said, "What happened?" Stacy Rasgot is managing director and senior semi- analyst at Bernstein Research. You've got a market perform $36 price target, but Stacy, I I just want to make sure everyone's understand there's some stocks that are more emblematic, right. Nvidia tells us a lot about the AI trade.I'm not sure if Intel is telling us anything other than what's going on with Intel, which right now seems to be like to your question, why is there all ...

Intel shares plunged by as much as 17% on Friday after the chipmaker admitted it was struggling to meet demand for its high-powered AI chips.The Santa Clara, Calif.-based firm, which makes chips needed for data centers, is in the midst of a turnaround effort as it looks to capitalize on surging demand from tech giants who need chips and servers to power the artificial intelligence boom.During a call with investors, Intel executives, including chief financial officer David Zinser, admitted that supplies had ...